Distributions and Loans, Other than QDROs

4,169 topics in this forum

1. Rollover of of amounts subsequent to turning 70 1/2

   By Guest Jae, March 14, 2000
   • 1 reply
   • 1.3k views
   • 
   • Guest
   • March 16, 2000

2. RMD--multiple beneficiaries

   By Felicia, December 16, 2003
   • 1 reply
   • 1.2k views
   • 
   • Mary Kay Foss
   • December 22, 2003

3. Deemed distribution - loan payments never made

   By Guest terid, March 17, 2004
   • 1 reply
   • 985 views
   • 
   • FundeK
   • March 17, 2004

4. plan termination and distributions

   By eilano, June 29, 2006
   • 1 reply
   • 1.3k views
   • 
   • namealreadyinuse
   • June 29, 2006

5. RMD on voluntary contribution account

   By thepensionmaven, August 26, 2019
   • 1 reply
   • 692 views
   • 
   • thepensionmaven
   • August 26, 2019

6. RMD to older designated spouse beneficiary (death<2020)

   By TPApril, April 27, 2020
   • 1 reply
   • 438 views
   • 
   • Appleby
   • April 30, 2020

7. Money Purchase $$ to Defined Benefit Plan?

   By Christine Roberts, February 22, 2001
   • 1 reply
   • 1.4k views
   • 
   • Guest
   • February 23, 2001

8. Distributions from Non-qualified plans

   By dmb, September 25, 2001
   • 1 reply
   • 1.7k views
   • 
   • RCK
   • October 2, 2001

9. Repairing excess Rollover with Re-characterization?

   By oldscoop, February 3, 2016   

   • IRA
   • Rollover
   • (and 5 more)

     Tagged with:

     • IRA
     • Rollover
     • Excess
     • Distribution
     • Recharacterization
     • Contribution
     • Tax
   • 1 reply
   • 962 views
   • 
   • masteff
   • February 3, 2016

10. Can Part change election to w/draw eecwi?

    By Guest SuzieQNEC, January 27, 2009
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • January 27, 2009

11. In-Service Distribution

    By ERISA13, September 30, 2010
    • 1 reply
    • 1.8k views
    • 
    • Lou S.
    • September 30, 2010

12. Participant Bankruptcy

    By k man, March 30, 2000
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • April 3, 2000

13. required minimum distributions on employer stock

    By Guest ladycpa, October 17, 2002
    • 1 reply
    • 1.2k views
    • 
    • mbozek
    • October 17, 2002

14. Deceased participant, spouse is sole beneficiary

    By Belgarath, September 18, 2024
    • 1 reply
    • 671 views
    • 
    • Appleby
    • September 23, 2024

15. 457k withdrawal

    By Guest km8303, January 15, 2001
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • January 16, 2001

16. Vesting

    By Guest chris4013, April 11, 2003
    • 1 reply
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • April 11, 2003

17. 401(k) Rollovers to Roth IRA

    By Guest Tad77, October 25, 2007
    • 1 reply
    • 946 views
    • 
    • rocknrolls2
    • October 31, 2007

18. Loan Offset, Accrued Interest in Pooled Profit Sharing Plan

    By BTH, July 9, 2025
    • 1 reply
    • 644 views
    • 
    • Paul I
    • July 9, 2025

19. Distribution Forms

    By Guest NPS Darren, May 11, 2011
    • 1 reply
    • 1.3k views
    • 
    • Bird
    • May 13, 2011

20. Distribution post RMD to Inherited IRA

    By Karen McIver, May 13, 2021
    • 1 reply
    • 739 views
    • 
    • Lou S.
    • May 13, 2021

21. Death after RBD - then Designated Beneficiary/Participant dies after RBD

    By TPApril, May 29, 2022
    • 1 reply
    • 536 views
    • 
    • Peter Gulia
    • May 30, 2022

22. RMD's & rehires

    By JeffB, September 18, 2024
    • 1 reply
    • 653 views
    • 
    • Paul I
    • September 19, 2024

23. terminated participant with loan

    By thepensionmaven, April 22, 2006
    • 1 reply
    • 1.3k views
    • 
    • stephen
    • April 24, 2006

24. after tax contributions on termination of employment

    By Guest josephr, August 26, 2008
    • 1 reply
    • 862 views
    • 
    • ERISAnut
    • August 26, 2008

25. ADP Corrective Distribution

    By hunter001, June 30, 2009
    • 1 reply
    • 1.3k views
    • 
    • Laura Harrington
    • July 1, 2009

26. Distributable Event ? transferring between ERs in Controlled Group

    By MarZDoates, May 19, 2016
    • 1 reply
    • 899 views
    • 
    • Mike Preston
    • May 20, 2016

27. RMD and asset acquisition

    By R. Butler, November 21, 2016
    • 1 reply
    • 880 views
    • 
    • Bill Presson
    • November 21, 2016

28. Age 55 72t exception to 10% early distribution penalty

    By Tom, May 9, 2024
    • 1 reply
    • 822 views
    • 
    • Belgarath
    • May 9, 2024

29. deemed distribution on loan

    By M Norton, October 20, 2009
    • 1 reply
    • 1.3k views
    • 
    • masteff
    • October 20, 2009

30. Distribution of Benefits - how often must we commence?

    By waid10, November 17, 2009
    • 1 reply
    • 935 views
    • 
    • Kevin C
    • November 17, 2009

31. Is a Participant's Child Always an Eligible Designated Beneficiary?

    By rocknrolls2, December 11, 2020
    • 1 reply
    • 472 views
    • 
    • RatherBeGolfing
    • December 12, 2020

32. Force-out from ESOP

    By Guest PAL100759, July 8, 2005
    • 1 reply
    • 1.4k views
    • 
    • Alf
    • July 8, 2005

33. Consequences of a Failure to Defer Benefits

    By Guest SuzieQNEC, October 25, 2007
    • 1 reply
    • 1.4k views
    • 
    • J Simmons
    • October 25, 2007

34. ER Late Participant Loan

    By Guest LKeener, July 28, 2008
    • 1 reply
    • 981 views
    • 
    • K2retire
    • July 29, 2008

35. Hardship from SIMPLE match

    By R. Butler, January 23, 2013
    • 1 reply
    • 979 views
    • 
    • masteff
    • January 23, 2013

36. Payout to Substantial Owner in Defined Benefit Plan

    By drakecohen, October 19, 2015
    • 1 reply
    • 874 views
    • 
    • My 2 cents
    • October 19, 2015

37. Retroactive Annuity Starting Date

    By Guest pension222, February 2, 2001
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • February 3, 2001

38. Pension Bill/ Non-Spouse Beneficiary

    By Guest Gompers, August 4, 2006
    • 1 reply
    • 1.5k views
    • 
    • Bird
    • August 4, 2006

39. Changing the terms of the loan policy

    By Guest anne1, October 25, 2006
    • 1 reply
    • 1.3k views
    • 
    • Archimage
    • October 26, 2006

40. Loan

    By cdavis25, April 20, 2018
    • 1 reply
    • 645 views
    • 
    • C. B. Zeller
    • April 23, 2018

41. Hardship withdrawals from 401K

    By Guest Theresa Fox, November 6, 2002
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • November 6, 2002

42. Reducing Automatic R/O from $5k to $1k => later deciding to move it back up to $5k

    By Guest rslagle224, March 3, 2005
    • 1 reply
    • 1.2k views
    • 
    • stevena
    • March 5, 2005

43. in service distributions prior to age 59 1/2

    By Guest Peggy806, October 20, 2009
    • 1 reply
    • 2.3k views
    • 
    • masteff
    • October 20, 2009

44. Account Balance to consider when taking a 2nd loan

    By jkharvey, May 20, 2016
    • 1 reply
    • 560 views
    • 
    • Lou S.
    • May 20, 2016

45. RMD not sure if this person is an owner

    By ESOP Guy, December 6, 2019
    • 1 reply
    • 576 views
    • 
    • Larry Starr
    • December 7, 2019

46. 401(k) loan OK if EE already on Military Leave?

    By Guest jmarini, November 7, 2003
    • 1 reply
    • 1.6k views
    • 
    • QDROphile
    • November 7, 2003

47. Direct Rollover to qualified Plan

    By BTH, April 13, 2000
    • 1 reply
    • 1.5k views
    • 
    • Michael Devault
    • April 13, 2000

48. In service dists after RMD

    By TPApril, November 16, 2023
    • 1 reply
    • 497 views
    • 
    • Lou S.
    • November 16, 2023

49. Participant Loan in Excess of $50,000

    By Guest cease, May 19, 2004
    • 1 reply
    • 1.4k views
    • 
    • QDROphile
    • May 19, 2004

50. RMD for Spousal Beneficiary

    By Catch22PGM, June 19, 2020
    • 1 reply
    • 899 views
    • 
    • Luke Bailey
    • June 19, 2020